Join Lena Rizkallah for an informative, thought-provoking session where we will explore the tough questions:
- How much should I aim to save for retirement?
- What are the savings vehicles that I should use?
- Should I pay off debt before saving for retirement and other goals?
- How should I be diversifying my investments?
- Why timing the market is the wrong approach to investing
Attendees will come away with steps to achieving their 2020 saving goals and an understanding of the importance of investing their savings.
It will be informative, interesting and — most important — actionable. Also, it’s free… and there will be wine and snacks.
Lena is a ‘recovering’ attorney, licensed Series 7 & 63 and CRPC designation, with almost 20 years’ experience delivering research and insights to the financial industry. An avid storyteller, and dynamic writer and communicator, Lena has spent her career researching and providing thought leadership on personal income tax, retirement and financial planning and is passionate about empowering clients to make goal-oriented decisions through education and advice.
She specializes in helping women and small businesses plan for and achieve their financial goals, and works with millennials and Gen-Xers to help them build and invest wealth and prepare for life events. She is a retirement expert and specializes in Social Security claiming strategies, Medicare and income in retirement. Lena lives and works in NYC and Beacon.
When she’s not talking finance, she enjoys writing comedy and storytelling and loves hiking, cycling, yoga, cooking and traveling the world on her frequent flier miles.
Sat, Feb 22, 2020
3:00 PM – 5:00 PM
291 Main Street, Beacon, NY
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